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Tortoise Index Solutions’s Yext YEXT Stock Holding History

Tortoise Index Solutions’s Portfolio YEXT Stock Details YEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,018
Closed -$16K – 140
2019
Q3 		$16K Buy
1,018
+462
+83% +$8.79K ﹤0.01% 145
2019
Q2 		$11K Buy
556
+143
+35% +$2.94K ﹤0.01% 149
2019
Q1 		$9K Buy
+413
New +$7.49K ﹤0.01% 153

Other funds holding YEXT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tortoise Index Solutions's YEXT Position: Q4 2019 in Review

Tortoise Index Solutions sold out of Yext (YEXT) in Q4 2019, closing a stake of 1,018 shares — an estimated $16K sold.

Tortoise Index Solutions first reported a position in YEXT in Q1 2019 and held it in 3 quarters. The position peaked at $16K in Q3 2019. 127 funds tracked by Wall St. Rank hold YEXT as of Q4 2019.

  • Tortoise Index Solutions reported no remaining Yext position as of Q4 2019 after selling out during the quarter.
  • Tortoise Index Solutions sold 1,018 Yext shares in Q4 2019, an estimated $16K.
  • Tortoise Index Solutions first reported a position in Yext in Q1 2019 and held it in 3 quarters.
  • Tortoise Index Solutions's Yext position peaked at $16K in Q3 2019.
  • 127 funds tracked by Wall St. Rank held Yext as of Q4 2019.

Based on Tortoise Index Solutions's 13F filing for Q4 2019, filed 14 Feb 2020.